Zuora Revenue: Policy-Related Setups

Learn about the policy related setups in Zuora Revenue

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About this course

Please note that any mention of Zuora RevPro in this course is synonymous with Zuora Revenue.

This course is designed for anyone interested in learning about policy related setup in Zuora Revenue including RC Templates, POB Templates, and SSP.

By the end of the course, you’ll be able to:

  • Explain how a Revenue Contract is identified in Zuora Revenue
  • Setup RC Grouping Templates in Zuora Revenue
  • Describe how POB templates in Zuora Revenue automate revenue treatment for performance obligations
  • Setup and assign POB Templates in Zuora Revenue
  • Describe Standalone Selling Price
  • Explain the 3 methods of managing SSP in Zuora Revenue

Course30 minutes

  • Module 1: Introduction
  • Before Getting Started
  • Set Ups in Zuora Revenue
  • What Is a Revenue Contract?
  • Revenue Contract (RC) Grouping Template
  • DEMO: Setting Up an RC Grouping Template in Zuora Revenue
  • DEMO: Grouping Rule in a Revenue Contract
  • Module 2: Performance Obligations
  • What Are Performance Obligations?
  • Performance Obligation (POB) Templates
  • Assignment of POB Templates
  • DEMO: Setting Up a POB Template
  • DEMO: Assignment of POB Template
  • Module 3: Standalone Selling Price
  • What Is Standalone Selling Price?
  • SSP in Zuora Revenue
  • DEMO: SSP Setups
  • Next Steps

About this course

Please note that any mention of Zuora RevPro in this course is synonymous with Zuora Revenue.

This course is designed for anyone interested in learning about policy related setup in Zuora Revenue including RC Templates, POB Templates, and SSP.

By the end of the course, you’ll be able to:

  • Explain how a Revenue Contract is identified in Zuora Revenue
  • Setup RC Grouping Templates in Zuora Revenue
  • Describe how POB templates in Zuora Revenue automate revenue treatment for performance obligations
  • Setup and assign POB Templates in Zuora Revenue
  • Describe Standalone Selling Price
  • Explain the 3 methods of managing SSP in Zuora Revenue

Course30 minutes

  • Module 1: Introduction
  • Before Getting Started
  • Set Ups in Zuora Revenue
  • What Is a Revenue Contract?
  • Revenue Contract (RC) Grouping Template
  • DEMO: Setting Up an RC Grouping Template in Zuora Revenue
  • DEMO: Grouping Rule in a Revenue Contract
  • Module 2: Performance Obligations
  • What Are Performance Obligations?
  • Performance Obligation (POB) Templates
  • Assignment of POB Templates
  • DEMO: Setting Up a POB Template
  • DEMO: Assignment of POB Template
  • Module 3: Standalone Selling Price
  • What Is Standalone Selling Price?
  • SSP in Zuora Revenue
  • DEMO: SSP Setups
  • Next Steps